View in portrait for best experience

Jacob Allaman

Senior Advisor

CFP®

As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial path to be very rewarding.

Jacob earned a Bachelor of Science in Business Management and Accounting as a double major from Greenville University. Growing up on his family’s farm in Illinois, Jacob previously worked at a bank in his home town where he gained experience in the financial services industry. He joined Moneta as a Client Service Manager in 2014.

After further enhancing his technical skills by obtaining the CERTIFIED FINANCIAL PLANNER™ designation, Jacob’s role on the Heffernan Team evolved to Advisor. Today, Jacob continues to challenge himself by expanding his knowledge-base and skill set to better serve clients.

Outside of Moneta, Jacob enjoys playing the piano, reading, traveling, running and rooting for his favorite Chicago sports teams. He also enjoys volunteering and does so through various Moneta Momentum events. Jacob currently resides in downtown St. Louis.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

VIEW ALL ARTICLES

Let’s make every moment count together…